Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Grandy is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Robert Grandy is also registered with the state of Maryland as an investment advisor representative. Robert Grandy has been in the financial services industry since June 6, 1990. Robert Grandy has a Series 6, 7, 63, and 66 license and has earned the designation Chartered Financial Consultant.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment research; referrals to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
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2
MD
09/04/2003 - Present
Northwestern Mutual Investment Services, LLC (Hunt Valley MD)
WI
06/07/1990 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 10/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/1992
Series 7 - General Securities Representative Examination
BC
Issued 06/06/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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